+423.9%
ZBRA vs AMP
+589.3%
-165.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.4% |
| 7D | -3.4% | -0.5% | -2.9% | -3.1% |
| 30D | -7.4% | -1.3% | -6.1% | -6.7% |
| 3M | +57.5% | +24.2% | +33.3% | +38.4% |
| 6M | +64.0% | +24.6% | +39.4% | +43.4% |
| YTD | +44.3% | +14.8% | +29.5% | +32.0% |
| 1Y | +10.9% | +12.8% | -1.9% | +2.5% |
| 3Y | +37.5% | +69.0% | -31.4% | +1.7% |
| 5Y | -39.7% | +124.9% | -164.5% | -61.8% |
| All | +423.9% | +589.3% | -165.4% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling